Proposal For Customized Generate Statement Page

Proposal summary 

 
This proposal covers the scope of the customized ‘Generate Statement’ page. Using the custom page, statements can be generated and mailed to the custom-invoice email field value provided by the client.

Requirement 

The client wants to generate statements for all customers in bulk. They also need to email these statements to the customers using the email address stored in a custom field. Currently, the statements are sent using the standard NetSuite ‘Generate Statement’ page. In this method, the statements are sent to the email address in the ‘Email’ field value inside the customer record and there is no direct option to change this email address. 

The client wants to have a functionality like the standard ‘Generate Statement’ page with options to select ‘Statement Date’, and ‘Start Date’, check boxes to only show open transactions, select customers, and an option to switch the email address.

Our Solution

We can create a custom page in NetSuite to generate and send customer statements in bulk. A new navigation path can be added to this page from the NetSuite Home page.

On providing values to the fields: ‘start date’, ‘statement date’ etc, statements for selected customers can be generated. A consolidated statement or statements for only the customers with open balance can also be created by providing suitable values.

The custom page will have a UI similar to the ‘Generate Statement’ page and there will be fields:

Based on the values entered in the fields, the page will show the list of customers with basic details. Users can select specific customers using checkboxes next to the customer’s name.

To ensure efficient performance, each page of the custom ‘Generate Statement’ will only show 25 customers. The next page of the customer list can be viewed by selecting the page number in the page index.

The statement page will have 2 buttons:

• · ‘Send Email’ button: After selecting the required customers, the statement records can be emailed using this button.
• · ‘Cancel’ button: This can be used to close the page.

Assumptions

• · All the customers have value in their ‘Email’ field and CUSTOMER INVOICE EMAIL field(id: ‘custentity_atlas_customer_invoice_email’).
• · In case if the standard email field inside the customer record does not have an email address, no emails will be sent to that customer and an alert will be shown with the customer’s name.
• · If the custom field CUSTOMER INVOICE EMAIL (internal id: ‘custentity_atlas_customer_invoice_email’) is empty, then emails will be sent to the standard ‘Email’ field even if ‘USE INVOICE EMAIL checkbox’ is selected.

Risk

• · Since this is a custom page, there can be a delay while sending the statement emails to the selected customers.
• · For efficient working the maximum number of customers that can be viewed on a single page will be restricted to 25.

Estimate

Estimated Effort: 42 hours